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Daniel D

Series 63, Series 65, Series 7, Series 24

New York, NY

Stirlingshire Investments

Daniel Drahos is a financial advisor with Stirlingshire Investments, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Monmouth Capital Management, Worden Capital Management LLC, and Aegis Capital Corp. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, technical, and modern portfolio theory, and offers access to various investment types such as mutual funds, ETFs, fixed income, REITs, private placements, and alternative vehicles.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities
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Michael C

Series 63, Series 65

New York, NY

Stirlingshire Investments

Michael Collesano is a financial advisor at Stirlingshire Investments with four years of industry experience. He holds Series 63 and Series 65 licenses and has a legal background as the president of Michael Collesano LLM PC, a New York State licensed attorney and real estate broker. He also owns NYC Property Expo Inc., a Manhattan residential real estate brokerage. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities across both non-high-net-worth and high-net-worth segments. The firm employs a diverse investment approach combining quantitative, fundamental, technical, and modern portfolio theory analyses, offering a range of investment types and model strategies through its Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities HENRY (High Earners, Not Rich Yet) Established Professionals Retired Approaching retirement Mid-Career Professionals
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Steven W

Series 63, Series 66

New York, NY

Stirlingshire Investments

Steven Woods is a financial advisor at Stirlingshire Investments with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Stirlingshire since 2020. Prior to that, he was employed at Worden Capital Management and Laidlaw and Company. Woods also serves as CEO and Chairman of the Board of the parent company, Stirlingshire Investments, Inc. Stirlingshire Investments serves individuals, trusts, and other entities, providing discretionary portfolio management, financial planning, and IRA rollover advice. The firm uses a variety of analytical methods to build customized portfolios across a broad range of investment instruments and requires clients to use its affiliated broker-dealer for execution and custody.

Active portfolio management Options & derivatives strategies Private / alternative investments Annuities
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